See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,747 | $183,519-38.0% | $155,509-26.9% | $145,922-22.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.95% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,874 | $5,313-8.3% | $4,672+4.3% | $4,660+4.6% |
| Participant deferral / active EE | $5,613 | $6,462-13.1% | $5,626-0.2% | $6,688-16.1% |
| Admin fee / account holder | $284 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |